Jack William Dickerson
Professional Summary
Jack William Dickerson, who also goes by Jack Dickerson, is a registered financial advisor currently at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT located in Chattanooga, Tennessee. Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jack has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jack Dickerson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
Contact Information
Main Address
9400 4th Street N Suite 201, St. Petersburg, FL 33702Phone Number
(727) 478-8886# of Employees
38SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
630AUM (Assets Under Management)
$107,110,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/26/2026)
(10/24/2024)
(9/25/2025)
(8/24/2025)
(7/17/2025)
(8/24/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jack William Dickerson's CRS (Customer Relationship Summary).
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